Northwestern Mutual Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
8,920
+1,945
| +28% | +$67.1K | ﹤0.01% | 1577 |
|
|
2025
Q1 | $215K | Buy |
6,975
+3,278
| +89% | +$101K | ﹤0.01% | 1631 |
|
|
2024
Q4 | $113K | Sell |
3,697
-106
| -3% | -$3.23K | ﹤0.01% | 1876 |
|
|
2024
Q3 | $126K | Buy |
3,803
+936
| +33% | +$30.9K | ﹤0.01% | 1811 |
|
|
2024
Q2 | $87.8K | Buy |
2,867
+1,354
| +89% | +$41.5K | ﹤0.01% | 1881 |
|
|
2024
Q1 | $44.6K | Hold |
1,513
| – | – | ﹤0.01% | 2121 |
|
|
2023
Q4 | $43.7K | Sell |
1,513
-1,041
| -41% | -$30.1K | ﹤0.01% | 2099 |
|
|
2023
Q3 | $68.1K | Sell |
2,554
-2,604
| -50% | -$69.5K | ﹤0.01% | 1855 |
|
|
2023
Q2 | $144K | Buy |
5,158
+621
| +14% | +$17.4K | ﹤0.01% | 1587 |
|
|
2023
Q1 | $126K | Sell |
4,537
-5,109
| -53% | -$142K | ﹤0.01% | 1602 |
|
|
2022
Q4 | $257K | Sell |
9,646
-68,491
| -88% | -$1.83M | ﹤0.01% | 1338 |
|
|
2022
Q3 | $1.92M | Sell |
78,137
-38,644
| -33% | -$952K | ﹤0.01% | 635 |
|
|
2022
Q2 | $3.35M | Buy |
116,781
+26,102
| +29% | +$749K | 0.01% | 509 |
|
|
2022
Q1 | $2.96M | Buy |
90,679
+5,051
| +6% | +$165K | ﹤0.01% | 543 |
|
|
2021
Q4 | $3.16M | Buy |
85,628
+5,568
| +7% | +$205K | 0.01% | 504 |
|
|
2021
Q3 | $2.99M | Buy |
80,060
+2,359
| +3% | +$88K | 0.01% | 484 |
|
|
2021
Q2 | $3.27M | Buy |
77,701
+17,594
| +29% | +$740K | 0.01% | 452 |
|
|
2021
Q1 | $2.45M | Buy |
60,107
+12,623
| +27% | +$514K | 0.01% | 472 |
|
|
2020
Q4 | $1.88M | Buy |
47,484
+16,795
| +55% | +$666K | ﹤0.01% | 488 |
|
|
2020
Q3 | $1.03M | Buy |
+30,689
| New | +$1.03M | ﹤0.01% | 581 |
|
|
2019
Q3 | – | Sell |
-155
| Closed | -$4K | – | 2708 |
|
|
2019
Q2 | $4K | Buy |
+155
| New | +$4K | ﹤0.01% | 2187 |
|